Trisha Fountain is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for seven years. Outside of her advisory role, she participates in a family-owned food vending business selling funnel cakes at seasonal events. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services through its Rockefeller Global Family Office platform and offers access to alternative and private investments.

Gary Gray is a financial advisor at TLG Advisors, Inc. with 42 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Nationwide Securities, LLC and Nationwide Insurance Company, as well as operating Gray Consulting Services since 2018, where he provides financial services consulting. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, offering investment supervisory services and portfolio management through a network of independent representatives and sub-advisors.

Dechristopher Curtin is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 15 years of industry experience. His career includes roles at LPL Financial and Waddell & Reed, INC., and he is involved in coaching positions with Anderson County Schools and FC Alliance. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across a broad client base, including individuals, trusts, estates, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party asset management programs.

William Dobbs is a financial advisor at Centaurus Financial, Inc. with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has been self-employed since 2008. Outside of his advisory role, Dobbs is an insurance agent involved in life insurance underwriting and policy delivery. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, businesses, and foundations, offering financial planning, portfolio management, and specialized retirement-plan consulting through various platforms and third-party managers.

James Oneill is a financial advisor with LPL Financial, holding a Series 65 designation and four years of industry experience. His prior work includes roles at Great Valley, Arthur Lea Investments, and an 11-year tenure at Fifth Third Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Joshua Moles is a financial advisor at Edward Jones in Clinton, TN, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at IBM for 18 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Erica Corbin is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and five years of industry experience. Her career includes roles at Cetera Investment Services LLC, Y-12 Federal Credit Union, NYLIFE Securities LLC, New York Life Insurance Co, Vipkid HK Limited, and Center for Sight. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to multiple program structures and third-party managers.

Michael Schaffer is a financial advisor at Edward Jones in Clinton, TN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked in higher education administration at The University of Tennessee and held various roles in political organizations and campaigns. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Homer Braden is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and 25 years of industry experience. His previous roles include tenures at Woodbury Financial Services and First Allied Advisory Services. Outside of his advisory work, he serves as a poll worker for the City of Waterloo. OSAIC Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, and institutional clients, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party solutions to construct portfolios across various asset classes.

Jack Hill is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 licenses and totaling 31 years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2000 and leads The Retirement Planning Group, Inc., a support company serving as a holding company for his advisory business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports advisory programs with a breadth of services including municipal advisory and targeted employer plan consulting.

Amy Allen is a financial advisor with Raymond James Financial and holds a Series 66 designation. She has 19 years of industry experience, including 16 years at Ameriprise Financial Services and five years at Ameriprise Financial Services, LLC. Outside of her advisory role, she has been involved with the Anderson County Fair since 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individual and high-net-worth clients to institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliated municipal advisor arrangement.

Michael Childress is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he operated Childress Appraisals, a real estate appraisal business in Knoxville, Tennessee, for sixteen years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Charles Earle Jr. is a financial advisor with LPL Financial in Clinton, TN, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial and ORNL Federal Credit Union since 2017 and previously at INVEST Financial Corporation from 2015 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Carter Owens is a financial advisor with Ameriprise in Huntsville, TN, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, Owens serves as an elder and member of the Board of Directors at First Presbyterian Church of Huntsville. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, with a focus on assets managed within Ameriprise accounts.

Kevin Kruchko is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at Charles Schwab & Co., Inc. for 12 years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technology-driven investment strategies.

Ryan Keeton is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. Prior to joining Ameriprise in 2025, he worked for ten years at Plateau Electric Cooperative. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Trisha Fares is a Series 66-licensed financial advisor with Morgan Stanley, where she has worked since 2009, accumulating 17 years of industry experience. Based in Andersonville, TN, she is also a Mary Kay consultant outside of her advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and employs a structured financial planning process supported by proprietary tools and research.

Gregory Vonderhaar Jr. is the Senior Resident Director at Merrill and brings over 31 years of financial advisory experience. His professional focus includes college education planning, executive compensation, equity compensation services, family wealth management strategies, managing new wealth, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Gregory holds a Master's Degree from Xavier University and a Bachelor's Degree from Miami University. He applies a personalized, four-step process to address client objectives, including establishing goals, developing strategies, implementing customized solutions, and reviewing progress towards those goals. His team emphasizes working closely with a select group of families to create plans tailored to their specific situation. An active member of the community, Gregory is involved with the Alliance for Catholic Urban Education. Outside of his professional work, he enjoys running, traveling, and spending time with his wife Wendy and their three children, Madeleine, Olivia, and William.

Lucas Barton is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at CVS Health and Cawood Funeral Home. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Ousley is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Derek Keeton is a financial advisor with Ameriprise in Clinton, TN, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Keeton serves on the board of Scott Appalachian Industries and is a youth administrator at White Rock Baptist Church. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Chelsia Satterfield is a financial advisor with Edward Jones, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016 and previously worked at The Tombras Group from 2015 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Zacherly Sheets is a financial advisor with OSAIC, holding a Series 66 license and 14 years of industry experience, including 14 years at Edward Jones prior to joining OSAIC in 2025. He is involved in several community organizations, serving as President of the Habitat for Humanity Campbell County board, Chairman of the Campbell Enhancement Fund board, Secretary for Campbell County Little League Football, and Assistant District Governor for Rotary International. Sheets also participates as a Chapter Success Coach with Business Networking International in Knoxville. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various asset-allocation tools and supports multiple investment platforms, including managed accounts and third-party solutions.